Role: Personal Insurance Advisor Employment Type : Full Time Vacation: Yes Our client is looking for a "Personal Insurance Advisor" to join their team. As a Personal Insurance Advisor, you’ll be responsible for providing exceptional insurance advice and service to our clients while growing and retaining a book of business. You’ll build strong client relationships, understand their insurance needs, recommend appropriate solutions, and ensure clients receive a high level of ongoing care.

Client

Service & Advice Service ongoing client needs, provide professional insurance advice, conduct needs assessments, recommend appropriate solutions, and respond to client inquiries. Build and maintain strong, long-term relationships with clients through proactive and personalized service. Conduct client care calls and proactively identify opportunities to review and improve clients’ insurance programs.

Act as a trusted advisor and primary point of contact for clients, taking ownership of their insurance needs. Sell recent policies and write new business for existing and prospective clients while retaining and growing the existing book of business. Identify and pursue cross-selling and account-rounding opportunities within the existing client base.

Actively contribute to the growth and profitability of the personal insurance portfolio.

Policy Administration

Issue insurance certificates, process policy changes, and complete other policy transactions.



Maintain accurate and up-to-date client and policy information within the brokerage management system. Process accounts receivable activities and follow up on outstanding client balances as required.

Insurance & Industry Knowledge Communicate with underwriters and claims adjusters regarding policy coverage, underwriting guidelines, claims, and client-specific situations. Actively participate in training, professional development, and continuing education initiatives. Team & Community Participate in community marketing, networking, and business-development initiatives.

Represent the brokerage professionally at community events, client functions, and other business-development opportunities. Minimum 3 years of experience in personal insurance, preferably in a brokerage environment. Strong knowledge of personal lines products, coverage, and underwriting practices.

Excellent communication and relationship-building skills. Ability to identify client needs and confidently recommend appropriate insurance solutions. Clients view you as a trusted insurance advisor and first point of contact.

You identify and act on cross-selling and account-rounding opportunities. You provide timely, accurate, and professional service to clients and insurers. You contribute positively to the team and actively participate in brokerage and community initiatives.

📌 Remote Insurance Advisor (Guelph)
🏢 Royal City Recruitment
📍 Guelph